Erin Fulton
Omaha,NE
Summary
Dynamic financial services professional with a proven track record, excelling in client relationship management and financial analysis. Adept at implementing investment strategies and leading project initiatives, I consistently enhance client engagement and satisfaction, driving successful outcomes through effective communication and attention to detail.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Executive Client Service Associate
Edelman Financial Engines
Omaha, NE
04.2019 - Current
- Provide dedicated support to my planner, and our clients, for optimal engagement.
- Facilitate client account management and documentation processes efficiently.
- Maintain accurate records of all financial activities in the company's system.
- Follow-up with clients regularly and implement consultative techniques to stay on top of financial means and objectives.
- Establish relationships with key partners to ensure successful project outcomes.
Financial Services Representative
TD Ameritrade
Omaha, NE
10.2007 - 04.2019
Investment Portfolio Specialist, 2016
Private Client Services, 2012
Fixed Income Specialist, 2009
Client Services, 2007
Client Development Executive, 2008
Financial Representative in Training, 2007
Education
Certificate of Achievement (FCSCC) Financial Counseling (AFCPE Certified Program) - Financial Planning
Metropolitan Community College
Omaha, NE08-2024
Certificate of Achievement (FPPCA) Financial Planning (CFP Board-Certified Program) -
Metropolitan Community College
08.2024
Chartered Retirement Planning Counselor -
Kaplan University
11-2020
SEC Investment Adviser CRD -
FINRA
11-2008
Some College (No Degree) - Applied Sciences General Education
Metropolitan Community College
Omaha, NESkills
- Financial analysis and data interpretation
- Investment strategies and risk assessment
- Regulatory compliance
- Project management
- Problem resolution
- Client relationship management
- Attention to detail
- Effective communication
- Financial management
- Leadership skills
- Change implementation
- Account management
- Staff development
Interests
Community Volunteer, Golf, Camping, and Cooking
Additional Information
- 2024/2025 Co-Facilitator Nebraska AIDS Project Women’s Group
- 2023/2024 MCC Dean’s List
- 2023 Member of Kappa Beta Delta
- 2019 Mrs. Nebraska’s Director’s Choice Leadership Award
- 2018 Mrs. Nebraska Woman of Achievement
- 2018 Nebraska AIDS Project Shining Star Award
Accomplishments
2025 Client Service Advisory Board
2024 Co Chairperson for the Client Service Advisory Board
2023 Leading the Change Annual Award Winner
2020 Client Service Advisory Board
Certification
- Series 66
- State of Nebraska Public Notary
- Chartered Retirement Planning Counselor™ (CRPC™)
Timeline
Executive Client Service Associate
Edelman Financial Engines
04.2019 - Current
Financial Services Representative
TD Ameritrade
10.2007 - 04.2019
Certificate of Achievement (FCSCC) Financial Counseling (AFCPE Certified Program) - Financial Planning
Metropolitan Community College
Certificate of Achievement (FPPCA) Financial Planning (CFP Board-Certified Program) -
Metropolitan Community College
Chartered Retirement Planning Counselor -
Kaplan University
SEC Investment Adviser CRD -
FINRA
Some College (No Degree) - Applied Sciences General Education
Metropolitan Community College
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